United Parcel Service shares owned by Wallace Advisory Group
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Wallace Advisory Group
from 13F filings
Historical chart of Wallace Advisory Group investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Wallace Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in United Parcel Service by Wallace Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $331k | 3.3k | 100.94 |
| 2025-06-30 | $508k | 4.6k | 109.99 |
| 2025-03-31 | $485k | 3.8k | 126.10 |
| 2024-12-31 | $552k | 4.1k | 136.34 |
| 2024-09-30 | $475k | 3.5k | 136.85 |
| 2024-06-30 | $475k | 3.5k | 136.85 |
| 2024-03-31 | $209k | 1.3k | 157.23 |
| 2023-12-31 | $479k | 3.1k | 155.87 |
| 2023-09-30 | $579k | 3.2k | 179.25 |
| 2023-06-30 | $591k | 3.0k | 193.99 |
| 2023-03-31 | $591k | 3.0k | 193.99 |
| 2022-12-31 | $519k | 3.0k | 173.84 |
More positions owned by Wallace Advisory Group
Cigna Corp (CI)
View all positions for Wallace Advisory Group